Lantz Financial’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Lantz Financial’s Portfolio CGXU Stock Details CGXU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.6M	Buy	680,706 +40,427	+6%	+$1.34M	4.31%	2
2026 Q1	$18.9M	Buy	640,279 +48,509	+8%	+$1.5M	3.9%	2
2025 Q4	$17.5M	Buy	591,770 +39,164	+7%	+$1.18M	3.69%	2
2025 Q3	$16.4M	Buy	552,606 +20,317	+4%	+$568K	3.62%	2
2025 Q2	$14.4M	Buy	532,289 +27,902	+6%	+$709K	3.6%	2
2025 Q1	$12.3M	Buy	504,387 +32,618	+7%	+$834K	3.38%	2
2024 Q4	$11.6M	Buy	471,769 +36,406	+8%	+$947K	3.1%	2
2024 Q3	$11.7M	Buy	435,363 +103,519	+31%	+$2.7M	3.18%	2
2024 Q2	$8.54M	Buy	331,844 +36,059	+12%	+$931K	2.65%	6
2024 Q1	$7.63M	Buy	295,785 +27,355	+10%	+$670K	2.45%	7
2023 Q4	$6.41M	Buy	268,430 +1,129	+0.4%	+$25.2K	2.31%	7
2023 Q3	$5.81M	Buy	267,301 +33,551	+14%	+$772K	2.31%	7
2023 Q2	$5.49M	Buy	233,750 +35,716	+18%	+$832K	2.15%	7
2023 Q1	$4.59M	Buy	198,034 +30,794	+18%	+$688K	1.91%	7
2022 Q4	$3.48M	Buy	167,240 +140,299	+521%	+$2.87M	1.58%	11
2022 Q3	$504K	Buy	+26,941	New	+$557K	0.26%	91

Other funds holding CGXU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Lantz Financial's CGXU Position: Q2 2026 in Review

Lantz Financial increased its Capital Group International Focus Equity ETF (CGXU) stake by 6.3% in Q2 2026, buying an estimated $1.34M and bringing the position to 680,706 shares worth $23.6M. The position accounts for 4.31% of the portfolio, ranked #2.

Lantz Financial first reported a position in CGXU in Q3 2022 and has held it in 16 quarters since. 383 funds tracked by Wall St. Rank hold CGXU as of Q2 2026.

Lantz Financial held 680,706 shares of Capital Group International Focus Equity ETF worth $23.6M as of Q2 2026.
Lantz Financial bought 40,427 Capital Group International Focus Equity ETF shares in Q2 2026, an estimated $1.34M.
Capital Group International Focus Equity ETF made up 4.31% of Lantz Financial's portfolio in Q2 2026, its #2 holding.
Lantz Financial first reported a position in Capital Group International Focus Equity ETF in Q3 2022 and has held it in 16 quarters since.
383 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.